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Life Insurance as a Tax-planning Strategy for High Net Worth Families
September 14, 2022 Episode 31
Host: Gregory Lopez, Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®), Marcum Insurance Services

Life Insurance as a Tax-planning Strategy for High Net Worth Families

Life insurance can play a crucial role in tax planning for high net worth families for issues including asset control and protection, tax efficiency, estate preservation, multigeneration planning and fulfilling charitable intentions. Gregory Lopez is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) with Marcum Insurance Services. Greg helps his clients identify their financial goals and objectives, and has built financial plans that include life insurance, executive benefits, asset protection, charitable planning, and investment and retirement planning.

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Minimizing Logistics Disruption
Episode 30 September 7, 2022 Host: Jonathan Shoop, Partner, Assurance Services

Minimizing Logistics Disruption

Manufacturers need to ensure they are minimizing disruption through continuous improvement initiatives, benchmarks against competitors, and leveraging the best logistics technology platforms.

Using a PAC for Political Campaigning: What Nonprofits Need to Know
Episode 29 August 31, 2022 Host: Ariana Warren, Senior Manager, Nonprofit & Social Sector

Using a PAC for Political Campaigning: What Nonprofits Need to Know

Organizations considering using or creating a PAC should be aware of three options for conducting political campaign activities and the compliance and regulatory differences entailed with each option.

Mitigating the Risk of a Working Capital Adjustment
Episode 28 August 24, 2022 Host: Todj Gozdeck, Partner, Advisory Services

Mitigating the Risk of a Working Capital Adjustment

The working capital adjustment can be a significant component of the total consideration in the sale of a company. Negotiating the working capital peg early, along with other steps, will help reduce the risk of a smaller sale price. Todj Gozdeck leads Marcum's New England Transaction Advisory Services Group. He specializes in assisting both financial sponsors and strategic buyers and sellers in complex cross-border merger, acquisition and divestiture transactions.

Consumer Products Companies: Start Planning
Episode 27 August 17, 2022 Host: Ronald Friedman, Partner, Advisory & Assurance Services

Consumer Products Companies: Start Planning

No one like surprises. Keep your suppliers and bankers informed, especially if overly optimistic post-pandemic buying or production has resulted in excess inventory and you foresee a cash crunch.

Value-Based Care
Episode 26 August 10, 2022 Host: David Friend, MD, MBA, Healthcare Practice Leader for the Midwest region

Value-Based Care

Value-based care is a form of reimbursement that rewards quality, rather than quantity, of care, as measured by patient outcomes and experiences.  In a post-COVID world, there has never been a more urgent need to provide care at a lower cost with higher quality.

Nonprofits: Take Care Not to Double-dip on Federal Funding
Episode 25 August 3, 2022 Host: Jean GIlbert, Partner, Managed Accounting Services

Nonprofits: Take Care Not to Double-dip on Federal Funding

If your nonprofit organization received PPP funds and Employee Retention Credits, and you have a NICRA, you’ll need to take special care when you’re applying for your 2020 and 2021 final rates not to double-dip on your federal funds. Jean Gilbert is a partner in the Managed Accounting Services Department in Marcum’s Washington, DC office.

Senior Living: Post-Pandemic Trends
Episode 24 July 27, 2022 Host: John Klenner, Partner, Assurance Services

Senior Living: Post-Pandemic Trends

New and improved designs that prioritize wellness and community while limiting the spread of transmissible diseases are slowly transforming living spaces for older adults. This revolution is improving the lives of millions of residents in senior living facilities. Assurance Partner John Klenner leads Marcum’s Healthcare Industry practice in the New York City Region.

Deal Flow in the Legal Cannabis Industry
Episode 23 July 20, 2022 Host: Kellan McConnell, Partner, Assurance Services

Deal Flow in the Legal Cannabis Industry

Poor financials and recordkeeping can severely delay or even prevent deals from happening. Being in a position to act quickly to seize an opportunity is absolutely crucial.

The Business Case for Diversity, Equity & Inclusion
Episode 22 July 13, 2022

The Business Case for Diversity, Equity & Inclusion

This generation has very high expectations for the companies they work for. They’re interested in a company’s values, the diversity of senior leadership, and their ability to be their authentic selves at work.